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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,345 | $86,701+97.6% | $73,309+133.7% | $125,389+36.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 4.83% | 2.78%+2.0pp | 5.67%-0.8pp | 282.24%-277.4pp |
| Employer contribution / active EE | $5,943 | $4,152+43.1% | $3,237+83.6% | $4,866+22.1% |
| Participant deferral / active EE | $11,422 | $5,549+105.8% | $4,991+128.8% | $5,352+113.4% |
| Admin fee / account holder | $36,060 | $7,768+364.2% | $5,635+539.9% | $9,541+277.9% |